ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 687 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,630 | +0.0% | 232 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $25,625 | +43.0% | 232 | +43.2% | 0.00% | +50.0% |
| Q1 2023 | $17,924 | +1.1% | 162 | +0.6% | 0.00% | 0.0% |
| Q4 2022 | $17,723 | +490.8% | 161 | +519.2% | 0.00% | – |
| Q3 2022 | $3,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | -88.9% | 26 | -89.5% | 0.00% | -100.0% |
| Q4 2021 | $27,000 | 0.0% | 248 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $27,000 | 0.0% | 248 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $27,000 | -18.2% | 248 | -17.6% | 0.00% | 0.0% |
| Q1 2021 | $33,000 | -70.5% | 301 | -70.3% | 0.00% | -76.9% |
| Q4 2020 | $112,000 | -13.2% | 1,013 | -12.8% | 0.01% | -27.8% |
| Q3 2020 | $129,000 | -41.6% | 1,162 | -41.7% | 0.02% | -45.5% |
| Q2 2020 | $221,000 | -16.3% | 1,994 | -16.1% | 0.03% | -28.3% |
| Q1 2020 | $264,000 | +0.8% | 2,376 | +0.3% | 0.05% | +4.5% |
| Q4 2019 | $262,000 | – | 2,369 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marks Wealth, LLC | 71,534 | $7,904,507 | 70.88% |
| ACUTE INVESTMENT ADVISORY, LLC | 751,003 | $82,985,834 | 54.36% |
| Gateway Advisory, LLC | 1,698,780 | $187,715 | 41.80% |
| LaSalle St. Investment Advisors, LLC | 738,904 | $81,648 | 36.07% |
| PEAVINE CAPITAL, LLC | 1,227,795 | $135,671,357 | 31.32% |
| Cornerstone Retirement Group, Inc. | 846,569 | $93,545,911 | 27.44% |
| Estate Counselors, LLC | 1,187,945 | $131,267,923 | 17.35% |
| AFFINIA FINANCIAL GROUP, LLC | 201,113 | $22,198,741 | 16.43% |
| Crane Advisory, LLC | 432,798 | $47,703,020 | 16.21% |
| Allred Capital Management, LLC | 274,859 | $30,371,876 | 16.09% |